Capstone Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Capstone Wealth Management, LLC
- $114 Billion
- Q2 2025
A detailed history of Capstone Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 15,060 shares of VTIP stock, worth $757,066. This represents 0.66% of its overall portfolio holdings.
Number of Shares
15,060
Previous 13,197
14.12%
Holding current value
$757,066
Previous $659 Million
14.96%
% of portfolio
0.66%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding VTIP
# of Institutions
896Shares Held
183MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$933 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$747 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$438 Million0.58% of portfolio
-
Valmark Advisers, Inc.6.14MShares$309 Million4.36% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$308 Million1.84% of portfolio